Banking

Meet Amelia, your digital colleague. She simplifies digital banking for customers and staffers alike.

A Better Digital Banking Experience

Better Service
Customers want service on any device at any time of day. They expect intelligent and easy-to-manage experiences.

Faster Service
Agents are overburdened with calls. This leads to long wait times and drop-offs. Consumers expect 24/7 availability.

A Better All-Around Experience
Digital customer service is often separated from other parts of the business. Consumers expect service, consultations, and transactions to occur within the same context.

Amelia’s Banking Abilities

Credit Card Payment

With Amelia, customers can make transactions without having to manually enter any data. She’s there to help on any device at any time.

  • Make credit card payments
  • Redeem rewards points
  • Place travel alerts

Open New Account

Amelia can help customers find, research, and open new accounts in just a few minutes. She is able to:

  • Teach customers about various options
  • Process customer data
  • Process deposits

Check Account Balance

Amelia is there to assist customers with even the most basic tasks. She can help them:

  • Find the nearest ATM
  • Pull balance information for all accounts
  • Review savings plan data

Mortgage Pre-Approval

Your customers can get the mortgage process started without having to work with human agents. Amelia can:

  • Intake forms and documents
  • Display customer financial data
  • Approve and reject applications

Credit Card Processing

Payments Processing

Account Management

Mortgage Processing

Wealth Management

Amelia is built for all areas of banking

Amelia can be trained to provide services for customers as well as your internal teams. By working with IPsoft to customize her functionality Amelia is able to work across every line of business.

Banking Use Cases

Learn more about Amelia

Amelia is transforming businesses around the world, providing massive ROI at scale and superior customer experiences while reducing risk. She can do the same for yours.

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